See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,405 | $82,664-53.5% | $125,339-69.4% | $68,494-43.9% |
| Participation rate | 93.2% | 75.0%+18.1pp | 82.4%+10.8pp | 67.9%+25.3pp |
| Annual return | -11.33% | -5.97%-5.4pp | 572.05%-583.4pp | -7.84%-3.5pp |
| Employer contribution / active EE | $3,977 | $3,381+17.6% | $4,814-17.4% | $2,596+53.2% |
| Participant deferral / active EE | $2,742 | $6,110-55.1% | $7,446-63.2% | $4,027-31.9% |
| Admin fee / account holder | $675 | $6,275-89.2% | $10,010-93.3% | $5,403-87.5% |